What did Prince and Howard Hughes have in common? Both of them were extremely talented people who died without wills or trusts in place.
While they are high profile, wealthy examples, ANYONE with at least $75,000 in assets (a home, car, property, 401K) and/or is at least 18, should secure these documents to be sure family and property is protected.
Either you decide or the State will do it for you (sometimes with results you would not approve of which will cost your heirs). Make sure your wishes are carried out and protect your family!
You work hard providing for your loved ones during your life. You can provide for them when you are gone with a simple Estate Plan that legally conveys your desires to all your heirs. Contact Deb at deb@cdtax.com to schedule a free consultation to learn what you should consider including in your estate plan.
Here are a some questions that are often asked:
- What is the difference between a Will and a Trust
- Why it is Important to have a Trust – at Any Age
- How to Avoid Probate
- Why Do Wills Rarely Avoid Probate
- How Trusts Keep Your Estate Plan Details Private
These are all great questions and Deb can help! Contact Deb for a free consultation today.
Deb is CD Tax and Financial’s Wealth Preservation Consultant and also a MPI Certified Advisor so she can help anyone at any age reach their retirement goals, as well as handling estate and legacy planning.
As a seasoned veteran with over two decades of knowledge and experience in the financial services industry, Deb is a well-respected professional in the community. She holds an Insurance License in the state of Arizona and is very client-oriented; she dedicates herself to providing the highest quality of services to her clients.
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